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The Investor Relations Podcast

The Investor Relations Podcast

著者: Joshua Wilson
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Podcast Description: The Investor Relations Podcast


Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.


Welcome to The Investor Relations Podcast, where we explore the complex and fascinating world of capital markets, regulatory compliance, and investor communication. This show is designed for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to sharpen their skills, stay informed, and navigate today’s fast-paced financial environment with confidence.


Each episode features industry leaders sharing actionable insights and experiences on topics critical to investor relations, including:

•Learn about the details of IPOs, secondary offerings, and PIPEs.

•Best practices for roadshows and crafting investor presentations that comply with SEC regulations.

•How to engage with retail and institutional investors while adhering to Reg FD.

•The role of social media in investor relations: What’s permissible, and where to tread carefully.

•Key strategies for handling earnings calls, forward-looking statements, and material disclosures.

•Managing shareholder activism and navigating the challenges of modern corporate governance.

•Reporting: How to communicate environmental, social, and governance efforts effectively.


Why Listen?


Whether you’re preparing for a capital raise, leading communications for a public company, or ensuring your team remains compliant, this show provides real-world conversations and valuable connections to help you succeed.


Ideal Guest: Are you a professional managing investor relations for a public company, guiding a team through an IPO, or helping corporations navigate compliance in a highly regulated environment? If so, we’d love to feature your expertise. This is an opportunity to showcase your knowledge, expand your professional network, and contribute to the broader conversation around transparency and trust in capital markets.


What’s In It for You?

•Gain actionable strategies for engaging and communicating with investors.

•Understand the nuances of SEC compliance, Reg FD, and FINRA rules.

•Learn how to build investor trust and drive long-term shareholder value.

•Get behind-the-scenes insights into successful capital raises, IPOs, and secondary offerings.

•Be part of a community of professionals dedicated to improving transparency and effectiveness in investor relations.



Whether you’re an IR professional, investment banker, or financial advisor, The Investor Relations Podcast delivers the insights, strategies, and connections you need to excel in the world of capital markets.


Subscribe now and be part of the conversation shaping the future of investor relations. If you’re interested in being a guest, send us a direct message to share your expertise and join our growing network of professionals.

© 2025 The Investor Relations Podcast
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エピソード
  • Why Are RIAs Attractive for Fund Managers Seeking Capital?
    2025/07/18

    Discover why RIAs are becoming the go-to choice for fund managers seeking flexible capital! From understanding the entrepreneurial mindset to navigating substantial liquidity events, RIAs, private wealth managers, and family offices offer unique advantages in the investment landscape.

    Join Brian McKelvey as he delves into the benefits of targeting the RIA sector, exploring how this focus can enhance capital raising strategies and forge strong connections with like-minded professionals. Don't miss this insightful discussion on leveraging RIAs for dynamic capital solutions!

    #InvestmentInsights #RIAs #CapitalRaising


    Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect On LinkedIn:

    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:

    https://www.theinvestorrelationspodcast.com/contact/

    続きを読む 一部表示
    1 分
  • What is the Role of a Family Office CIO?
    2025/07/17

    In this episode of The Investor Relations Podcast, Josh Wilson speaks with Brian Adams about the evolving investment strategy of single family offices—particularly the shifting role of the Chief Investment Officer (CIO). Brian outlines a growing trend: moving away from traditional active management and toward more direct, collaborative investment approaches.

    Family offices are increasingly building in-house investment capabilities focused on co-syndication, direct deal flow, and partnering with other families or sponsors. This pivot is often driven by a desire for greater transparency, reduced fees, and improved post-tax outcomes. The conversation offers a clear look at how families are reshaping their approach to capital deployment in today’s market.


    👉 Learn more or connect with us at TheInvestorRelationsPodcast.com


    #FamilyOffice

    #InvestorRelations

    #ActiveManagement

    #DirectInvesting

    #CapitalAllocation

    #CIOInsights

    #CoInvestment

    Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect On LinkedIn:

    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:

    https://www.theinvestorrelationspodcast.com/contact/

    続きを読む 一部表示
    1 分
  • What Makes a Great Fortune 500 CEO?
    2025/07/16

    Ever wondered what sets a great Fortune 500 CEO apart? 🌟

    In a recent conversation with Jim Keyes, we delve into the essence of leadership at the top levels of major organizations. Jim's powerful advice? Forget the countless books on management—you must embrace learning continuously. As he puts it, "The only certainty in life is change, and change equals opportunity."

    Join us in exploring how top CEOs turn change into opportunity and thrive amidst uncertainty. Don't miss this insightful discussion!

    Leadership #CEO #ChangeManagement #Fortune500 #ContinuousLearning

    Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

    Let's Connect On LinkedIn:

    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:

    https://www.theinvestorrelationspodcast.com/contact/

    続きを読む 一部表示
    1 分

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